Javascript is disabled or is not supported by your browser. Please upgrade your browser or enable Javascript to navigate the interface properly.

Midwestern Financial

Latest statistics and disclosures from Midwestern Financial's latest quarterly 13F-HR filing:

Top 5 stock holdings are SPY, AGG, FLV, ACWX, AVEM, and represent 38.00% of Midwestern Financial's stock portfolio.
Added to shares of these 10 stocks: VO, VGT, AGG, JPST, VTEB, SHYD, SPY, ACWX, SCHA, FLV.
Reduced shares in these 10 stocks: SCHB, VTV, VTI, SBUX, BBCB, VEA, VBR, ACWI, AVEM, VGSH.
Midwestern Financial was a net buyer of stock by $7.6M.
Midwestern Financial has $143M in assets under management (AUM), dropping by 12.36%.
Central Index Key (CIK): 0002083276

Tip: Access up to 7 years of quarterly data

Positions held by Midwestern Financial consolidated in one spreadsheet with up to 7 years of data

Download as csv

Download as Excel

Portfolio Holdings for Midwestern Financial

Midwestern Financial holds 54 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	10.8	$16M	+3%	21k	746.77	View chart
Ishares Tr Core Us Aggbd Et (AGG)	7.4	$11M	+8%	107k	98.98	View chart
American Centy Etf Tr Focused Lrg Cap (FLV)	7.3	$10M	+4%	128k	81.30	View chart
Ishares Tr Msci Acwi Ex Us (ACWX)	6.8	$9.7M	+5%	128k	76.11	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	5.6	$8.0M		83k	96.49	View chart
American Centy Etf Tr Intl Eqt Etf (AVDE)	5.2	$7.4M	+4%	83k	89.20	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	4.4	$6.3M	+14%	125k	50.57	View chart
Vanguard Index Fds Value Etf (VTV)	3.5	$5.0M	-9%	23k	217.92	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	3.2	$4.6M	-11%	159k	28.96	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	2.9	$4.2M	+11%	117k	36.13	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	2.7	$3.8M	-6%	10k	370.04	View chart
Vanguard Index Fds Mid Cap Etf (VO)	2.6	$3.7M	+358%	46k	80.57	View chart
Ishares Tr Core Intl Aggr (IAGG)	2.5	$3.6M	+5%	71k	50.60	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	2.4	$3.5M	+25%	69k	50.58	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	2.3	$3.3M		21k	156.95	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	2.3	$3.2M		4.4k	736.48	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	2.2	$3.1M	-4%	44k	71.25	View chart
Vaneck Etf Trust Shrt Hgh Yld Mun (SHYD)	2.0	$2.8M	+32%	124k	22.90	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	2.0	$2.8M	-2%	12k	242.98	View chart
Vanguard Scottsdale Fds Short Term Treas (VGSH)	1.5	$2.1M	-2%	37k	58.20	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	1.4	$2.1M	-2%	9.4k	219.43	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	1.4	$2.0M	+4%	19k	106.47	View chart
Vanguard Specialized Funds Div App Etf (VIG)	1.3	$1.9M		7.9k	236.63	View chart
Meta Platforms Cl A (META)	1.3	$1.8M		3.3k	563.31	View chart
NVIDIA Corporation (NVDA)	1.2	$1.7M		8.7k	200.09	View chart
Apple (AAPL)	1.2	$1.7M		5.9k	289.36	View chart
Vanguard Malvern Fds Strm Infproidx (VTIP)	1.0	$1.4M	+12%	28k	50.23	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	1.0	$1.4M		2.8k	500.39	View chart
Select Sector Spdr Tr State Street Ind (XLI)	0.8	$1.2M		6.5k	185.22	View chart
Vanguard World Inf Tech Etf (VGT)	0.8	$1.2M	+701%	9.9k	119.52	View chart
American Centy Etf Tr Diversified Mu (TAXF)	0.8	$1.2M		23k	50.84	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.8	$1.1M		19k	59.69	View chart
Ishares Tr National Mun Etf (MUB)	0.7	$1.0M		9.3k	107.62	View chart
Amazon (AMZN)	0.6	$788k		3.3k	238.34	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.5	$727k		2.0k	357.46	View chart
Starbucks Corporation (SBUX)	0.5	$706k	-25%	6.9k	102.19	View chart
Microsoft Corporation (MSFT)	0.4	$566k		1.5k	373.06	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.4	$557k		1.8k	303.20	View chart
J P Morgan Exchange Traded F Betabuilders Usd (BBHY)	0.4	$508k		11k	46.09	View chart
Wal-Mart Stores (WMT)	0.4	$507k		4.5k	113.27	View chart
Roper Industries (ROP)	0.3	$461k		1.4k	338.32	View chart
Ishares Tr Msci Acwi Etf (ACWI)	0.3	$438k	-12%	2.8k	156.96	View chart
Te Connectivity Ord Shs (TEL)	0.3	$408k	-7%	2.0k	201.61	View chart
Select Sector Spdr Tr State Street Mat (XLB)	0.3	$403k		7.9k	50.83	View chart
J P Morgan Exchange Traded F Betabuilders Usd (BBCB)	0.3	$394k	-32%	8.7k	45.32	View chart
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST)	0.3	$381k		7.5k	51.00	View chart
Ishares Tr Iboxx Inv Cp Etf (LQD)	0.3	$376k	-11%	3.4k	109.05	View chart
JPMorgan Chase & Co. (JPM)	0.2	$314k		960.00	327.17	View chart
Spdr Series Trust State Street Spd (SPMD)	0.2	$313k		4.6k	67.56	View chart
Vanguard Wellington Short Trm Tax Ex (VTES)	0.2	$305k		3.0k	101.32	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.2	$301k	-6%	4.1k	73.41	View chart
Tesla Motors (TSLA)	0.2	$265k		630.00	420.60	View chart
Ishares Tr Core High Dv Etf (HDV)	0.2	$260k	+403%	9.5k	27.41	View chart
Costco Wholesale Corporation (COST)	0.1	$210k		224.00	937.38	View chart

Past Filings by Midwestern Financial

SEC 13F filings are viewable for Midwestern Financial going back to 2025

Midwestern Financial 2026 Q2 filed Aug. 13, 2026
Midwestern Financial 2026 Q1 filed May 5, 2026
Midwestern Financial 2025 Q4 filed Feb. 6, 2026
Midwestern Financial 2025 Q3 filed Nov. 14, 2025
Midwestern Financial 2025 Q2 filed Aug. 28, 2025

Disclaimers: stockzoa.com is not operated by a broker, a dealer, or a registered investment adviser. Under no circumstances does any information posted on stockzoa.com represent a recommendation to purchase or sell a stock. The information on this site is not intended to be, nor does it constitute, investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. In no event shall stockzoa.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content available on stockzoa.com, or relating to the use of, or inability to use, stockzoa.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance.

Fund Directory: 1-9 A B C D E F G H I J K L M N O P Q R S T U V W X-Z